Purchases and Sales Made in Q1 2023 in Ishares Barclays 0 5 Year Tips (STIP)
This table provides information about the institutional ownership of Ishares Barclays 0 5 Year Tips (STIP) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 0-5 YEAR TIPS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-34.8K- 38.26% |
$3.37M - $3.46M
|
56.2K
$5.65M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-35.2K- 83.54% |
$3.41M - $3.49M
|
6.93K
$696K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-36.6K- 99.9% |
$3.54M - $3.63M
|
37
$3.72K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-42.2K- 57.51% |
$4.09M - $4.19M
|
31.2K
$3.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-45.6K- 16.33% |
$4.42M - $4.53M
|
234K
$23.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-46.1K- 75.49% |
$4.46M - $4.57M
|
15K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-50.9K- 25.85% |
$4.93M - $5.05M
|
146K
$14.7M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-56.7K- 12.31% |
$5.5M - $5.63M
|
404K
$40.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-57.4K- 6.54% |
$5.56M - $5.7M
|
820K
$82.4M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-60.7K- 87.57% |
$5.88M - $6.02M
|
8.62K
$866K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-63.1K- 47.14% |
$6.11M - $6.26M
|
70.8K
$7.11M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-74.7K- 5.86% |
$7.24M - $7.41M
|
1.2M
$121M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-80.1K- 68.83% |
$7.76M - $7.95M
|
36.3K
$3.64M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-82.1K- 10.96% |
$7.95M - $8.15M
|
667K
$67M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-83.5K- 44.99% |
$8.09M - $8.29M
|
102K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-97.1K- 42.21% |
$9.41M - $9.64M
|
133K
$13.4M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-101K- 32.28% |
$9.77M - $10M
|
212K
$21.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-106K- 97.52% |
$10.3M - $10.6M
|
2.71K
$272K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-110K- 31.31% |
$10.7M - $10.9M
|
242K
$24.3M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-110K- 64.22% |
$10.7M - $11M
|
61.6K
$6.19M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-113K- 99.07% |
$10.9M - $11.2M
|
1.05K
$106K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-114K- 23.0% |
$11M - $11.3M
|
381K
$38.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-115K- 92.24% |
$11.2M - $11.5M
|
9.72K
$976K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-124K- 98.12% |
$12M - $12.3M
|
2.37K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-137K- 5.6% |
$13.3M - $13.6M
|
2.31M
$233M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-152K- 42.43% |
$14.7M - $15.1M
|
207K
$20.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-157K- 24.9% |
$15.2M - $15.6M
|
474K
$47.6M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-174K- 25.61% |
$16.8M - $17.2M
|
505K
$50.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-200K- 11.39% |
$19.3M - $19.8M
|
1.55M
$156M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-200K- 95.5% |
$19.4M - $19.9M
|
9.44K
$949K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-205K- 79.05% |
$19.9M - $20.4M
|
54.4K
$5.46M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-214K- 49.23% |
$20.8M - $21.3M
|
221K
$22.2M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-217K- 25.32% |
$21.1M - $21.6M
|
641K
$64.4M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-226K- 97.58% |
$21.9M - $22.5M
|
5.62K
$565K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-243K- 19.15% |
$23.5M - $24.1M
|
1.02M
$103M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-286K- 9.43% |
$27.7M - $28.4M
|
2.75M
$276M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-297K- 11.85% |
$28.8M - $29.5M
|
2.21M
$222M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-352K- 7.64% |
$34.1M - $35M
|
4.26M
$428M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-370K- 97.81% |
$35.8M - $36.7M
|
8.3K
$834K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-433K- 23.51% |
$41.9M - $42.9M
|
1.41M
$141M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-550K- 93.28% |
$53.3M - $54.6M
|
39.7K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.04M- 21.82% |
$101M - $103M
|
3.72M
$374M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.73M- 94.11% |
$458M - $469M
|
296K
$29.8M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.73M- 94.11% |
$458M - $469M
|
296K
$29.8M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.21M- 79.55% |
$505M - $517M
|
1.34M
$135M
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-7.31M- 98.99% |
$708M - $726M
|
74.5K
$7.48M
|